January 21 & 22, 2021
Co-Chairs:
Karen Lutomski, Managing Director, Co-Head Private Wealth, U.S. Wealth Advisory Group, Nuveen
Anne Steer, Head of Distribution, Congress Asset Management
Executing A Vision for Success
December 16, 2020
MMI's event to support social justice and the Gateway Foundation
With a special presentation of MMI's Inaugural Opening Doors Awards
Monday, December 14 | MMI NetMeeting
Join us on Monday, December 14 at 1:00 PM ET for this MMI NetMeeting to explore the future of alternative investments and the importance of professionalism in the industry.
December 1 & 3, 2020
Co-Chairs:
Brad Eisen, Senior Divisional Director, Salient
Ryan Logue, Manager, Business Development & Planning, Franklin Templeton Investments
Join us on December 1 and 3 for the 2020 Leadership Pathway Seminar.
November 18-19, 2020
Co-Chairs:
Barbara Foy-Pilchner, Managing Director, National Accounts, Wealth and Asset Management Canada, Manulife Investment Management
Erin Griffiths, Senior Vice President, Client Solutions & Direct Investing, Scotiabank
VIRTUAL EVENT SERIES
2020 has been a year like no other – and this year’s Annual Conference will be unlike any MMI event you’ve ever attended.
Replay | MMI NetMeeting
Join us for this MMI member-only NetMeeting, which will look at how firms are adapting sales incentives and positioning themselves to thrive in the months and years ahead.
Replay | MMI NetMeeting
The RIA channel is the fastest growing intermediary distribution channel in the U.S., and it is wildly diverse in terms of how different RIAs approach investment management. This diversity is driven by the differing client segments RIAs serve, their individual business models, and the degree to which investment management is core to the RIA’s value proposition versus ancillary to a more goals-based financial planning focus.
Replay | MMI NetMeeting
The onset of the COVID-19 pandemic forced asset managers, distribution teams, and financial advisors to completely reset their sales and service strategies during the first half of the year. What insights can be gained by taking a close look at recent data on product sales and flows and trends in advisor needs?
Replay | MMI NetMeeting
The next wave of advisory innovation is well underway as firms focus on ways to increase investor engagement and advisor adoption. Their efforts center around coordinating advisory solutions, innovative annuity structures, and advanced technology to create an intuitive, graphic experience for both investors and advisors to manage household portfolios.
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PH: (646) 868-8500 | Fax: (646) 619-4074
